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Sterling Capital Management’s Helios Technologies HLIO Stock Holding History

Sterling Capital Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$701K Sell
10,828
-16,530
-60% -$1.11M 0.01% 622
2025
Q4 		$1.46M Buy
27,358
+25,060
+1,091% +$1.35M 0.02% 507
2025
Q3 		$120K Buy
2,298
+1,402
+156% +$65.5K ﹤0.01% 1471
2025
Q2 		$29.9K Buy
896
+691
+337% +$20.8K ﹤0.01% 1654
2025
Q1 		$6.58K Sell
205
-156
-43% -$6.29K ﹤0.01% 2021
2024
Q4 		$16.1K Buy
361
+301
+502% +$14.9K ﹤0.01% 1942
2024
Q3 		$2.86K Buy
+60
New +$2.64K ﹤0.01% 2015

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